Serve high-net-worth households as a Private Banker with expertise in complex financing and personalized banking solutions at Desjardins Wealth Management.

As a qualified advisor, you manage financing, cash management, and day-to-day banking needs for affluent members and clients. You build long-term relationships while working with wealth managers and Desjardins partners. Your recommendations address complex, specialized needs through customized strategies and integrated wealth management support.

Key Responsibilities:

- Manage proactive relationships with high-net-worth households
- Develop comprehensive banking and financing solutions
- Structure complex financing requests using financial analysis
- Negotiate credit terms within risk and profitability standards
- Resolve member and client problems satisfactorily

Requirements:

- Bachelor's degree in finance or relevant field
- At least five years of relevant finance experience
- Two to four years as a business financial advisor
- Mutual fund representative licence
- Advanced English and French proficiency

Apply your complex financing, relationship management, and banking expertise to serve Desjardins Wealth Management clients.

📌 High Net Worth Private Banker (Ottawa)
🏢 Desjardins
📍 Ottawa